Companies /Industrials

BWX Technologies Inc

NYSE: BWXT Aerospace & Defense
$130.44
▼ $0.26 (−0.20%) today
Markets closed · 4:37pm ET

24/7 Wall St. View

BWXT at a Glance

Valuation
Market cap
$12.0B
P/E ratio
33.9
Dividend yield
0.75%
Profitability
Revenue (TTM)
$3.5B
Profit margin
10.1%
EPS (TTM)
$3.86
Price
52-week range
$123 – $241
24/7 target
$169.61
Street target
$209.44
Earnings
Next report
Nov 2, 2026
Q2 2026 EPS
$1.07
vs. $1.04 est.
+2.7%

Headquartered in Lynchburg, VA Fiscal year ends December NYSE: BWXT bwxt.com

About BWX Technologies

BWX Technologies, Inc. (NYSE: BWXT) is a nuclear manufacturing and engineering company with more than 11,000 employees. It provides nuclear solutions for global security, clean energy, nuclear medicine, space exploration and environmental restoration.

It operates through two reporting segments:
- Government Operations: naval nuclear propulsion components for the U.S. government, special materials, and advanced nuclear reactor development, including the BWXT Advanced Nuclear Reactor (BANR) selected for the U.S. Army's Janus Program and Prodigy Clean Energy's transportable nuclear plant project.
- Commercial Operations: commercial nuclear power components, fuel handling, field services and medical radioisotopes.

BWXT owns and operates 19 manufacturing facilities globally. Its 14 strategic partnerships support the U.S. and Canadian governments at more than two dozen additional locations, including government site management contributing equity income from investees. Total backlog stood at roughly $8.56 billion as of September 30, 2026. Updated

Revenue by Segment · Q2 2026
  1. Government Operations67%
  2. Commercial Operations34%

Latest Activity

BWXTBWX Technologies
Q3 2026
EPS
$1.26
est $1.19+5.7%
Revenue
$953M
est $972M-2.0%

A sixth straight quarter of topping earnings estimates came with revenue missing expectations, and management still reaffirmed 2026 revenue of roughly $3.8 billion. Backlog swelled to $8.56 billion from $7.39 billion a year ago.

Quarterly EPS — reported vs estimate

Mad Money w/ Jim Cramer 9/29/26

  • Cramer says the 30-year Treasury yield is the highest in 24 years, with over 40% of S&P 500 names in a bear market
  • Public backlash against AI and data centers is the new narrative risk that could make October ugly
  • Goldman Sachs called the most beaten-down of a caller's bank ideas alongside Capital One and BNY Mellon
  • Interviews with Meta's Dina Powell McCormick on its AI agent Muse and BWX Technologies on its new long-term strategy

Cramer's message: public perception is now the AI trade's problem, and he thinks that plus long-end yields sets up a rough October. He still wants Goldman Sachs on weakness, calling it the most beaten-down of the bank names raised by a caller.

  • BROBrown & Brown, Inc. Common Stock (BRO)Sell$100K – $250KAug 25
  • BWXTBWX Technologies, Inc. Common Stock (BWXT)Sell$100K – $250KAug 25
  • BWXTBWX Technologies, Inc. Common Stock (BWXT)Buy$1K – $15KAug 3
  • CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$15K – $50KAug 3
  • CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Sell$100K – $250KAug 25
  • CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 14
  • CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 12
  • C.H. Robinson Worldwide, Inc. -Buy$1K – $15KAug 5
+ 42 more trades in this filing
Made public 37 days after the earliest trade

Nearly every position got liquidated on a single day, August 25, in a filing that spans 78 trades across industrials, insurance, semis and freight. The largest exits ran into the $250,000 to $500,000 band, and small purchases earlier in the month were reversed within weeks. This reads as broad de-risking.

BWXT Coverage

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Frequently Asked Questions

What does BWX Technologies do?

BWX Technologies, Inc. (NYSE: BWXT) is a nuclear manufacturing and engineering company with more than 11,000 employees. It provides nuclear solutions for global security, clean energy, nuclear medicine, space exploration and environmental restoration.

What is the BWXT stock price target?

24/7 Wall St.'s 12-month price target for BWXT is $169.61, rated Buy. The Wall Street consensus target is $209.44. BWXT price prediction →